Anic Equity¶
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Total return since start: 0.626 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49669.67 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43653.5 Kr¶
PnL: ---------------------------------------> -1222.08 Kr¶
DD now: ---------------------------------> -6.496 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 17:02:52.107988'
Anic Portfolio¶
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 7.170000 | 1531.450000 | 108.450000 | 7.620000 | 1423.000014 |
| Nederman Holding | 1 | -0.470000 | 210.000000 | 11.000000 | 5.530000 | 199.000000 |
| Hennes & Mauritz B | 6 | -0.930000 | 916.440000 | 4.440000 | 0.490000 | 912.000000 |
| BioGaia B | 8 | 2.770000 | 904.400000 | 0.400000 | 0.040000 | 904.000000 |
| Eastnine | 6 | -0.180000 | 655.200000 | -1.800000 | -0.270000 | 657.000000 |
| INVISIO | 15 | 0.420000 | 3570.000000 | -2.000000 | -0.060000 | 3571.999995 |
| Atrium Ljungberg B | 5 | 0.840000 | 901.500000 | -2.500000 | -0.280000 | 904.000000 |
| ASSA ABLOY B | 4 | 0.040000 | 989.200000 | -3.800000 | -0.380000 | 993.000000 |
| Profoto Holding | 7 | -1.440000 | 576.800000 | -5.200000 | -0.890000 | 581.999999 |
| AcadeMedia | 20 | -0.490000 | 965.200000 | -12.800000 | -1.310000 | 978.000000 |
| JM | 7 | -0.520000 | 935.200000 | -14.800000 | -1.560000 | 950.000002 |
| Biotage | 1 | -5.990000 | 133.500000 | -15.500000 | -10.400000 | 149.000000 |
| Bufab | 3 | 0.000000 | 1059.600000 | -16.400000 | -1.520000 | 1076.000001 |
| Vitrolife | 3 | 0.270000 | 658.800000 | -18.200000 | -2.690000 | 677.000001 |
| OX2 | 12 | -1.850000 | 889.800000 | -19.200000 | -2.110000 | 909.000000 |
| Alimak Group | 12 | 1.600000 | 987.600000 | -19.400000 | -1.930000 | 1007.000004 |
| Gränges | 10 | 0.000000 | 1018.000000 | -21.000000 | -2.020000 | 1039.000000 |
| Creaspac SPAC | 40 | 0.000000 | 3812.000000 | -22.000000 | -0.570000 | 3834.000000 |
| Hexatronic Group | 15 | 0.230000 | 1047.000000 | -24.000000 | -2.240000 | 1071.000000 |
| Latour B | 4 | -2.030000 | 830.800000 | -25.200000 | -2.940000 | 856.000000 |
| Sandvik | 4 | 0.540000 | 822.800000 | -25.200000 | -2.970000 | 848.000000 |
| Vitec Software Group B | 2 | -2.440000 | 1078.000000 | -26.000000 | -2.360000 | 1104.000000 |
| Hoist Finance | 36 | 1.300000 | 984.600000 | -26.400000 | -2.610000 | 1010.999988 |
| Investor B | 3 | -1.080000 | 630.750000 | -27.250000 | -4.140000 | 657.999999 |
| Addnode Group B | 7 | -1.180000 | 877.100000 | -27.900000 | -3.080000 | 904.999998 |
| Byggmax Group | 33 | -0.280000 | 933.240000 | -33.760000 | -3.490000 | 966.999990 |
| SKF B | 5 | -0.370000 | 945.000000 | -35.000000 | -3.570000 | 980.000000 |
| Sagax B | 4 | -2.300000 | 848.000000 | -37.000000 | -4.180000 | 885.000000 |
| Sagax A | 4 | -2.750000 | 848.000000 | -38.000000 | -4.290000 | 886.000000 |
| Catena | 2 | 0.690000 | 761.600000 | -44.400000 | -5.510000 | 806.000000 |
| EQT | 4 | -2.540000 | 827.600000 | -45.400000 | -5.200000 | 873.000000 |
| Platzer Fastigheter Holding B | 12 | -0.660000 | 902.400000 | -48.600000 | -5.110000 | 951.000000 |
| Orrön Energy | 170 | -3.060000 | 1991.550000 | -54.450000 | -2.660000 | 2045.999980 |
| HEXPOL B | 8 | -5.520000 | 889.600000 | -67.400000 | -7.040000 | 957.000000 |
| Hexagon B | 26 | -1.420000 | 3335.800000 | -84.200000 | -2.460000 | 3420.000012 |
| VEF | 788 | -1.740000 | 1780.880000 | -122.120000 | -6.420000 | 1903.000300 |
| Sedana Medical | 93 | 0.580000 | 2579.820000 | -403.760000 | -13.530000 | 2983.577733 |
| TOTAL | 43629.230000 | -1246.350000 | -6.54165% | 44875.578016 |
Updated:¶
'2023-06-21 17:01:28.255018'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
